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AlwaysOn: Novell's New Identity

May 30, 2003, 16:00 (3 Talkback[s])

"AlwaysOn: People are saying that Novell has been kind of bumping along, and that maybe Novell should do something very radical and scrap your whole kernel and build it onto Linux, and basically join the Linux revolution. How would you respond to that?

"Stone: We're trying to get over those bumps. First of all, Novell historically has always equaled NetWare, and that's fundamentally our strength and our weakness. Novell has always been recognized as having invented networking. Novell was the company that got people to communicate. The problem is that there is a perception that NetWare is legacy. It's perceived as an old environment, thus; your 'bumping along' comment is that we're living off the installed base. We'll argue that living off the installed base isn't such a bad idea, given the economic conditions. People would like to be in high-margin software businesses like we are; but we aren't sitting in lounge chairs drinking Pina Coladas all day long either. So we are changing our model.

"Now strategically, about Linux, there's obviously an opportunity for us, for a company like Novell to be involved in that community. But you've got to do it right, you only have one shot at it..."

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